VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,662 | -3.7% | 250 | +0.4% | 0.03% | -3.3% |
Q2 2023 | $60,939 | +43.6% | 249 | +39.9% | 0.03% | +30.4% |
Q1 2023 | $42,425 | +2.2% | 178 | +6.6% | 0.02% | -4.2% |
Q4 2022 | $41,517 | +12.2% | 167 | +0.6% | 0.02% | +9.1% |
Q3 2022 | $37,000 | -19.6% | 166 | -14.4% | 0.02% | -24.1% |
Q2 2022 | $46,000 | -6.1% | 194 | 0.0% | 0.03% | +20.8% |
Q1 2022 | $49,000 | -3.9% | 194 | +0.5% | 0.02% | 0.0% |
Q4 2021 | $51,000 | +8.5% | 193 | +0.5% | 0.02% | -17.2% |
Q3 2021 | $47,000 | 0.0% | 192 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.03% | -9.4% |
Q1 2021 | $44,000 | +2.3% | 192 | +0.5% | 0.03% | -8.6% |
Q4 2020 | $43,000 | +26.5% | 191 | +15.8% | 0.04% | +6.1% |
Q3 2020 | $34,000 | – | 165 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |